Wealthcare Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,457,523
Clients
83
Advisors
2
of 2 employees
About
Wealthcare Solutions advises successful business owners, accomplished professionals, and individual clients, delivering comprehensive financial planning and ongoing wealth management through subscription planning and advisory engagements. The firm combines financial planning services with portfolio management for individual investors, working with clients under written agreements to define services and responsibilities.
Investment decisions are guided by a proprietary blend of fundamental, technical, and cyclical analysis and implemented through similarly managed model portfolios composed of ETFs, mutual funds, and individual securities, with quarterly rebalancing and an emphasis on Modern Portfolio Theory. Wealthcare customizes investment policy statements for clients, manages accounts on discretionary or non-discretionary bases, and may include alternative investments or private placement opportunities for qualified investors.
Distinctively, Wealthcare advises on investment products that are not held at its primary custodian — including variable annuity and variable life insurance contracts — and may recommend private placement securities, a service mix that is uncommon among peers. The firm also delivers planning via a digital subscription platform (MyWealthLink) and operates under custodial arrangements that include standing letters of authorization for transfers, which affect how it implements and monitors client assets.
Client services
Expertise
Occupation focus
Fee options
Fixed fees generally ranging from $800 to $3,500.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Hourly fees generally at $265/hr.
Financial planning subscription fee ranging from $119.00 to $279.00 per month, with an initial 12-month subscription period, then monthly renewals.
Fee-only: Financial planning subscription fee ranging from $119.00 to $279.00 per month; fixed fees generally ranging from $800 to $3,500; hourly fees at $265/hr.
Main office
150 North Radnor Chester Road, Suite F200
Radnor PA 19087
Advisors at this office
2
Most active in
Delaware · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Benjamin S
CFP®, Series 65
Radnor, PA
Wealthcare Solutions, LLC
Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Wealthcare Solutions, LLC since 2014. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals. The firm uses a proprietary blend of fundamental, technical, and cyclical analysis applied to model portfolios and offers both discretionary and non-discretionary portfolio management, along with services related to insurance and annuity products.
Kraig N
Series 63, Series 65
Radnor, PA
Wealthcare Solutions, LLC
Kraig Null is a financial advisor with Wealthcare Solutions, LLC in Radnor, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Wealthcare Solutions since 2002. In addition to his advisory role, he consults to CPAs through an affiliated investment-related account practice. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals, utilizing a proprietary blend of fundamental, technical, and cyclical analysis across diversified model portfolios. The firm also offers subscription-based financial planning, discretionary and non-discretionary portfolio management, and is notable for its advisory role on insurance and annuity products.
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